ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 168 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $103,000 | +24.1% | 703 | 0.0% | 0.02% | +6.7% |
| Q4 2020 | $83,000 | -29.1% | 703 | -45.6% | 0.02% | -37.5% |
| Q3 2020 | $117,000 | +2.6% | 1,293 | -0.8% | 0.02% | -11.1% |
| Q2 2020 | $114,000 | -55.3% | 1,303 | -65.7% | 0.03% | -60.3% |
| Q1 2020 | $255,000 | -57.6% | 3,798 | -37.1% | 0.07% | -50.7% |
| Q4 2019 | $601,000 | +0.7% | 6,040 | -10.8% | 0.14% | -12.7% |
| Q3 2019 | $597,000 | -19.1% | 6,774 | -14.5% | 0.16% | -14.1% |
| Q2 2019 | $738,000 | -13.0% | 7,919 | -13.4% | 0.18% | -21.4% |
| Q1 2019 | $848,000 | +0.4% | 9,143 | -10.8% | 0.23% | -5.6% |
| Q4 2018 | $845,000 | -29.3% | 10,251 | -8.9% | 0.25% | -22.7% |
| Q3 2018 | $1,196,000 | -22.5% | 11,254 | -23.0% | 0.32% | -26.0% |
| Q2 2018 | $1,544,000 | +6.6% | 14,617 | -3.0% | 0.43% | -10.9% |
| Q1 2018 | $1,448,000 | -10.1% | 15,074 | -10.4% | 0.49% | +21.1% |
| Q4 2017 | $1,610,000 | -12.2% | 16,817 | -13.4% | 0.40% | -35.2% |
| Q3 2017 | $1,833,000 | -1.5% | 19,410 | -7.2% | 0.62% | -2.7% |
| Q2 2017 | $1,860,000 | -2.5% | 20,914 | -6.1% | 0.64% | -10.9% |
| Q1 2017 | $1,908,000 | -12.8% | 22,281 | -13.3% | 0.72% | -44.4% |
| Q4 2016 | $2,188,000 | – | 25,705 | – | 1.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connective Capital Management, LLC | 27,466 | $1,915,000 | 3.93% |
| One Capital Management, LLC | 151,380 | $10,559,000 | 3.84% |
| Efficient Advisors, LLC | 240,418 | $16,769,000 | 3.75% |
| Parkside Advisors LLC | 48,586 | $3,389,000 | 2.51% |
| JUNCTURE WEALTH STRATEGIES, LLC | 43,472 | $3,032,000 | 2.46% |
| MONROE BANK & TRUST/MI | 87,065 | $6,073,000 | 2.23% |
| BOK Financial Private Wealth, Inc. | 143,071 | $9,979,000 | 1.75% |
| SMITH, MOORE & CO. | 40,633 | $2,834,000 | 1.57% |
| TOTH FINANCIAL ADVISORY CORP | 56,275 | $3,925,000 | 1.44% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 31,766 | $2,216,000 | 1.20% |